ZIG
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Zuckerman Investment Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Zuckerman Investment Group’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Buy
37,218
+509
+1% +$22.4K 0.14% 65
2026
Q1 		$1.5M Buy
36,709
+744
+2% +$31.2K 0.14% 59
2025
Q4 		$1.45M Sell
35,965
-2,010
-5% -$82.7K 0.13% 64
2025
Q3 		$1.6M Sell
37,975
-102
-0.3% -$4.27K 0.15% 67
2025
Q2 		$1.58M Buy
38,077
+3,084
+9% +$127K 0.15% 68
2025
Q1 		$1.46M Sell
34,993
-363
-1% -$15.1K 0.16% 68
2024
Q4 		$1.46M Buy
35,356
+3,042
+9% +$132K 0.14% 70
2024
Q3 		$1.44M Buy
32,314
+192
+0.6% +$8.09K 0.15% 65
2024
Q2 		$1.23M Buy
32,122
+1,788
+6% +$67.3K 0.14% 65
2024
Q1 		$1.2M Buy
30,334
+1,187
+4% +$46.2K 0.14% 66
2023
Q4 		$1.17M Sell
29,147
-879
-3% -$31.6K 0.15% 64
2023
Q3 		$1.02M Buy
30,026
+933
+3% +$34.5K 0.15% 58
2023
Q2 		$1.1M Buy
29,093
+426
+1% +$15.7K 0.16% 57
2023
Q1 		$1.07M Buy
28,667
+2,649
+10% +$102K 0.16% 58
2022
Q4 		$961K Buy
26,018
+9,242
+55% +$341K 0.15% 62
2022
Q3 		$604K Buy
16,776
+3,648
+28% +$153K 0.11% 67
2022
Q2 		$536K Buy
13,128
+1,761
+15% +$78.5K 0.1% 67
2022
Q1 		$549K Buy
11,367
+470
+4% +$22K 0.09% 66
2021
Q4 		$565K Buy
10,897
+480
+5% +$23.1K 0.09% 71
2021
Q3 		$463K Buy
10,417
+565
+6% +$26.3K 0.08% 79
2021
Q2 		$437K Buy
9,852
+960
+11% +$41.2K 0.07% 80
2021
Q1 		$351K Buy
+8,892
New +$334K 0.06% 84

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Zuckerman Investment Group's XLRE Position: Q2 2026 in Review

Zuckerman Investment Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.4% in Q2 2026, buying an estimated $22.4K and bringing the position to 37,218 shares worth $1.64M. The position accounts for 0.14% of the portfolio, ranked #65.

Zuckerman Investment Group first reported a position in XLRE in Q1 2021 and has held it in 22 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Zuckerman Investment Group held 37,218 shares of State Street Real Estate Select Sector SPDR ETF worth $1.64M as of Q2 2026.
  • Zuckerman Investment Group bought 509 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $22.4K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.14% of Zuckerman Investment Group's portfolio in Q2 2026, its #65 holding.
  • Zuckerman Investment Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.